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Phillips Edison & Co
PECO

Overview Fund Activity

330 hedge funds and large institutions have $2.36B invested in Phillips Edison & Co in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-11
Holders Change %
-3.23%
% of All Funds
5.71%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
41
Increased
111
Reduced
113
Closed
48
Calls
$6.3M
Puts
$21.2M
Net Calls
-$14.9M
Net Calls Change
-$36.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$283M
2
Charles Schwab
2
Charles Schwab
California
$38.6M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$64.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.71M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$165M

Top Sellers

1
VC
1
Vision Capital
Ontario, Canada
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$152M
3
SSA
3
Schonfeld Strategic Advisors
New York
$937K
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
AAS
5
Ameritas Advisory Services
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
176
Wolff Wiese Magana
California
$479K – – –
DCM
177
Dupont Capital Management
Delaware
$475K -$115K -4,091 -19%
Principal Financial Group
178
Principal Financial Group
Iowa
$474K -$23.5K -839 -5%
MW
179
Marcum Wealth
Ohio
$467K – – –
CA
180
Continuum Advisory
Idaho
$462K -$19.3K -689 -4%
Squarepoint
181
Squarepoint
New York
$458K -$313K -11,164 -41%
BPA
182
Beacon Pointe Advisors
California
$451K – – –
CCP
183
Carmel Capital Partners
California
$446K -$117K -4,154 -21%
SFG
184
StrategIQ Financial Group
Indiana
$443K +$31.6K +1,125 +8%
APP
185
Avantax Planning Partners
Iowa
$441K +$24.6K +877 +6%
AFAS
186
Acorn Financial Advisory Services
Virginia
$433K -$54.4K -1,939 -11%
AQR Capital Management
187
AQR Capital Management
Connecticut
$432K -$489K -17,450 -53%
SMDAM
188
Sumitomo Mitsui DS Asset Management
Japan
$428K +$59.2K +2,109 +16%
AIM
189
Aigen Investment Management
New York
$427K +$427K +15,219 New
CFCI
190
Comprehensive Financial Consultants Institutional
Indiana
$425K -$43.1K -1,498 -9%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$425K – – –
TC
192
TownSquare Capital
Utah
$423K -$4.82K -172 -1%
AFM
193
Anson Funds Management
Texas
$421K +$421K +15,000 New
Russell Investments Group
194
Russell Investments Group
United Kingdom
$414K +$107K +3,811 +35%
SMG
195
Smart Money Group
Texas
$398K +$3.17K +113 +0.8%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$376K -$15.9K -565 -4%
CW
197
CreativeOne Wealth
Kansas
$375K -$50.1K -1,789 -12%
CB
198
Cadence Bank
Mississippi
$375K – – –
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$372K +$21.9K +781 +6%
JPMPWA
200
J.P. Morgan Private Wealth Advisors
California
$371K -$3.14K -112 -0.8%
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8
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